Filed October 21, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 · EIN 04-1590850 1500 MAIN STREET · SPRINGFIELD, MA 01115 | Indirect Investment Fees | $3,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,412 | $46,292-19.2% | $143,757-74.0% | $64,808-42.3% |
| Participation rate | 22.3% | 64.2%-42.0pp | 80.3%-58.0pp | 71.5%-49.2pp |
| Annual return | 2.63% | -10.05%+12.7pp | -0.04%+2.7pp | 32.82%-30.2pp |
| Employer contribution / active EE | $270 | $1,910-85.9% | $4,951-94.6% | $2,506-89.2% |
| Participant deferral / active EE | $1,020 | $2,646-61.4% | $5,637-81.9% | $4,310-76.3% |
| Admin fee / account holder | $115 | $154-25.0% | $14,673-99.2% | $188-38.6% |